Overview
Once you've created a membership plan, you can start adding members. A member is a pet owner who has been assigned to a plan and is being billed on a recurring basis. Petboost handles all the billing through Stripe while giving you full visibility and control over each subscription.
Adding a New Member
Step 1: Navigate to the Members view
Click Memberships in the left-hand navigation (this opens the member list)
Click Add member manually in the top-right corner
Step 2: Select the Pet Owner
Search for the pet owner by name, email, or phone number
Select them from the results
Note: Memberships bill a card on file. If the pet owner does not have one, tap Text them to add a card. After they add it, come back and enrol.
Step 3: Choose a Plan
Select the membership plan to assign them to
Review the plan details (price, cycle, benefits)
Confirm the subscription
What Happens Next
When you add a member:
Stripe creates the subscription. Same-day starts charge now and benefits begin now. On a plan that bills a fixed weekday, a same-day start off that weekday still charges now and still aligns billing to that weekday. The first payment is the full week unless Pro-rate the first week is on, in which case it covers only the days until that weekday. Future starts wait for that date unless you tick Collect first payment today, in which case money is taken now and benefits still wait for the start date.
The pet owner's profile displays the crown badge
Included-use counters start on the start date, not the day you pressed Enrol
Visits on or after the start date can be booked now at the member price. The price is set when you save, from the visit date, so the start date does not reprice bookings already in the diary. If you save a recurring series, start it on or after the start date; walks before then are separate one-off bookings. After you save, check the price on each occurrence. If a visit is still at the standard price, open it and use Apply Member Price.
The member appears in your Members list. Status is Active once they have started, or Pending until then.
Viewing the Members List
The Members view shows all your members with quick filters:
Status Filters
Active - Currently subscribed and in good standing
Paused - Subscription is temporarily paused (not being billed)
Past Due - A renewal payment has failed and is in the retry/grace period. A first invoice that fails stays Pending Activation and shows Membership Payment Failed instead.
Cancelled - Subscription has been cancelled (end-of-period or immediate)
Expired - Subscription reached the end of a fixed term
Cancelled members start expanded so you can Reactivate them. Reactivate is hidden when that owner already has a live membership. Cancelled memberships that already have a live membership on the same plan are hidden. To show them, open Filters and turn off Hide reactivated. Expired members sit in a collapsed group. To show expired members, select the group heading.
Member Information
Each row in the list displays:
Pet owner name, profile photo, and covered pets
Plan name (plans that share a name carry a badge so you can tell them apart)
Status badge (colour-coded), including a waiting-to-activate mark for a start that has not begun, and Membership Payment Failed when money is owing. Open that badge to retry the charge or text a card update.
A ring per benefit showing how much of the allowance is left
What they have redeemed and the fees they have paid
Credits sitting unused
Current period dates, next billing date, and the amount on their agreement
Open Sort & Group to change the list. Group by Status, Plan, Billing frequency, or Benefits remaining. Then sort by Newest member (the activation date), Member name, Plan name, Next billing, or Price. The default is group by Status, then Newest member newest first. Each billing cycle is listed once.
Click any member to view their full subscription detail.
The crown on a member or appointment is identity, not "this visit is included". A booking is included when you see Included or Member benefit available, or after you Apply member pricing on an older diary booking.
Viewing Member Details
The member detail view shows everything about a specific membership:
Subscription Summary
Plan name and the amount this member pays (the price on their agreement, which can differ from the plan card after a price edit)
Current status
Start date and current period
Next billing date
Payment method on file
Usage Counters
For each benefit in the plan:
Issued - How many are included this period
Redeemed - How many have been used this period
Remaining - How many are left before included uses refresh
Overage - How many additional uses beyond the limit (if applicable)
Billing History
A timeline of all payments made for this subscription:
Payment date
Amount charged
Payment status (succeeded, failed, refunded)
Invoice reference
Activity History
A log of subscription events:
When the subscription started
Pauses and resumptions
Payment successes and failures
Cancellation events
Pausing a Subscription
Pausing temporarily stops billing and benefit accrual without cancelling the membership entirely.
When to Pause
Customer is going on holiday
Pet is recovering from surgery and can't attend appointments
Customer requests a temporary break
Seasonal businesses during off-peak periods
How to Pause
A pause starts today or on a billing day you pick under Starts. Duration is whole billing cycles. The shortest pause is one cycle (one week on a weekly plan). Partial cycles cannot be paused.
Open the member from Members
Select Pause
Choose Starts: Now, or an upcoming billing day
Set How long in billing cycles
Check the summary: Billing and benefits shows the resume day, Counts as shows which pause this is, and Bookings lists appointments inside the pause
If the length or the pause count goes past the plan, tick Override the plan limit for this pause
Select the button, which names the length, for example Pause for 2 weeks or Schedule pause for 2 weeks
A scheduled pause shows as Pause scheduled and can be cancelled until it starts.
The membership resumes automatically on the resume date. Unused days on this pause do not stay available as another pause later.
If they have used every pause on the plan, or you choose a duration longer than Max days per pause, the dialog warns you and asks you to confirm. You can still pause. A member pausing themselves cannot go past those limits. Max days per pause must be at least one billing cycle.
If a customer wants a few days off in the middle of a paid cycle, skip those appointments. Do not pause the membership for part of a cycle. See Pause or cancel a recurring series.
What Pausing Does
When the pause starts (Now, or the billing day chosen under Starts):
Stops billing - no further charges until resumed
Freezes usage counters at their current values
Changes the member's status to Paused
The crown badge remains but displays as paused
Benefits cannot be redeemed while paused
Counts as one pause for the next 12 months, whatever its length. A 2 week pause is one pause, not two. Unused days on that pause do not stay available as another pause.
Until a scheduled pause starts, the member stays Active and billing continues.
The member is emailed when a pause is scheduled, when it starts, and when it ends. All three follow Pause / Resume Notification in Settings.
What Pausing Does Not Do
Does not cancel the subscription
Does not refresh usage counters
Does not issue a refund for the current period
Tip: If a customer has already been charged for the current period and wants to pause immediately, consider whether a partial refund is appropriate. Pausing does not automatically refund the current period's charge.
Resuming a Subscription
To reactivate a paused subscription:
Open the member from the Members view
Click Resume
Confirm the resumption
What Happens on Resume
Billing resumes and the next charge occurs on the next billing date
If they resume before their refresh day, usage counters continue from where they froze
If the pause ran past the refresh day, a fresh period is issued on the plan's usual cadence, so the member keeps their original refresh weekday. Visits already booked in that period keep the uses they claimed
Status changes back to "Active"
Benefits are available for redemption again
The crown badge returns to its normal active state
If a resume date was set when pausing, the subscription resumes automatically on that date.
Cancelling a Subscription
When a customer wants to leave the membership programme, you have two cancellation options:
End-of-Period Cancellation (Recommended)
Open the member from the Members view
Click Cancel membership
Set When should this take effect? to Cancel at end of current period
Confirm the cancellation
The member keeps their benefits until the current billing period ends, then the subscription terminates. No further charges are made.
Immediate Cancellation
Open the member from the Members view
Click Cancel membership
Set When should this take effect? to Cancel now (access ends today)
Confirm the cancellation
The subscription ends right now. Benefits are revoked immediately. No further charges are made.
Important: Immediate cancellation does not automatically issue a refund for the current period. If the customer has paid for a period they won't fully use, consider issuing a manual refund through Stripe.
After Cancellation
Status changes to "Cancelled"
The crown badge is removed from the customer's profile
Usage counters freeze and are no longer tracked
The subscription appears in the "Cancelled" filter
Upcoming bookings that were priced by the membership return to the standard price, and the included uses they were holding are released. Petboost emails the customer to tell them their upcoming bookings have been repriced.
Reactivate a cancelled membership
If they still want the membership, start it again from the cancelled row. This creates a new membership on the same plan and pets.
If they already have a live membership, Reactivate is hidden. If that live membership is on the same plan, the cancelled row is also hidden. To show it, open Filters and turn off Hide reactivated.
Open Memberships (the Members list), or open the customer and go to Membership
Select Reactivate on the cancelled membership
If they have a card on file, tick that you have their permission, then select Reactivate now
If they do not have a card, select Text them to add a card. After they add it, open Reactivate again
Open the customer's Appointments tab and apply the membership to bookings already in the diary, using Apply member pricing
Bookings you create after reactivation pick up the membership on their own. Bookings that were already in the diary do not.
Changing the pets on a membership
Covered pets cannot be changed on a live subscription. To change which pets are covered, cancel that membership, then Reactivate and tick the right pets. If the plan has a minimum commitment, early-cancel charges may apply.
What a plan price edit does to existing members
Editing the plan (price, surcharge, or billing cycle) updates the catalogue. It does not rewrite the agreement on an existing membership.
People who join after you save pay the new amount
Each existing member keeps paying the amount stored on their membership until that membership ends
Pause, resume, and retry payment keep the same amount
Weekly, fortnightly, and monthly siblings are separate plans. Editing one does not change the others
There is no Change Plan button and no proration on plan changes. The membership is the agreement. To change what someone pays, cancel that membership, then Reactivate (same plan) or Add member manually (different plan).
Move a member onto a different price or plan
An owner can hold only one active membership at a time, so you cancel the current agreement before you enrol them on the same plan (new catalogue price) or on a different plan. If the new plan has Minimum pets set, the account needs at least that many active pets before you can enrol them.
If the plan has a minimum commitment, check the cancellation settings before you cancel. Early-cancel charges may apply.
Open the member from Members
Click Cancel membership
Set When should this take effect? to Cancel at end of current period (they keep benefits until then) or Cancel now (access ends today)
Confirm the cancellation
After the membership has ended, select Reactivate to keep them on the same plan. To put them on a different plan, select Add member manually, choose the owner, the plan, and the pets, then confirm enrolment
Open the customer's Appointments tab and apply the new membership to bookings already in the diary, using the membership banner or Apply member pricing on each booking
Step 6 matters because cancelling reverted those bookings to the standard price. Bookings you create after enrolment pick up the new membership on their own; bookings that were already in the diary do not.
The new membership starts a new agreement: the catalogue price and benefits on the plan at enrolment, and a new billing weekday if the plan uses start-date billing. Included-use counters start on the new start date. There is no automatic credit or charge for unused days on the old membership. If a refund is appropriate, issue it from the old member's billing history through Stripe.
Member Statuses Explained
Status | Meaning | Billing | Benefits |
Active | In good standing, payments current | Billing normally | Full access |
Paused | Temporarily suspended | Not being billed | Frozen |
Past Due | Payment failed, in retry period | Stripe retrying | Benefits kept for ~72h after first failure, then suspended |
Cancelled | Terminated (end-of-period or immediate) | No further charges | Revoked |
Best Practices
Adding Members
Ensure the customer understands what they're signing up for before subscribing them
Verify they have a valid card on file
Explain the billing cycle and what benefits they receive
Managing Expectations
Communicate clearly about pause and cancellation policies
Let customers know their usage refreshes each period (no rollover)
Be transparent about overage charges
Retention
Monitor "Past Due" members and reach out proactively
Use the pause feature generously - a paused customer is better than a cancelled one
If they want a different plan or price, cancel that membership, then Reactivate (same plan, new catalogue price) or Add member manually (different plan) after you have agreed the change with them
Related Articles
Memberships Overview - Key concepts and how memberships work
Creating Membership Plans - Setting up plans and benefits
Usage Tracking and Benefits - How usage counters work
Membership Billing and Payments - Billing mechanics and Stripe
Memberships FAQ - Billing, included uses, refunds, and changing a member
